Tag Archives: UAE

Return of DM

You have probably seen it, I definitely have and they all call it “A call to AI arms” or something of that sort. It started an hour ago. I saw a security guard and I said “That shop is deceiving us, they say 50% of everything and they are still wearing all their clothes”, the guard was not amused, or perhaps his sense of humour doesn’t go that far. It might not have been overly funny, but at that moment a few things clicked together. And I was of to the races. You see, a few things clicked together and it started yesterday, but my subconscious had figured a few things out that my brain was still working on. 

Part 1
Part 1 woke me up to what some laughingly call AI. It was shown to me as a YouTube video. The video (at https://youtube.com/shorts/Kt_oGa4jLik) gives us an “AI” version of the statue. 

Screenshot

There is a setting that could work. Consider the increase of interest in Latin and Roman ways of life. To get these statues ‘brought’ to life has advantages. In the first we would not need to rely on actors for all of it and it would be one way to give more impact to the work of Edward Gibbon (1776) published the first volume of his The History of the Decline and Fall of the Roman Empire, Decline and Fall has been the theme around which much of the history of the Roman Empire has been structured. And it doesn’t click with too many of us, but when these statues come to life and as they give life to the writings something more comes to us, especially when it is in Latin. Now you see the first constraint. To see a few seconds of LLM on a statue is one thing, to get people to watch 24 times 45 minutes the constraint will become visible to all. Constraints are seen when the technology just isn’t ready and the utter bull we see on LinkedIn on a daily basis that our future is AI, when it doesn’t exist (yet) gives you a clear pause. But some people need this bubble to exist, their livelihood actually depends on this.

Part 2
Part 2 is LinkedIn. You see, I get a regular image on whether I am hiring. And the options are Yes and Not right now. This isn’t AI, or any kind of AI. This is Direct Marketing and that is what you resort to when you have no data. In 1998 I got a nice taste of that. Someone told me “You either bombard someone with DM, or you start getting clever about who you address the marketing to” it was a clever setting because that was when SPSS launched Answertree. The selected choice for those who wanted to waste as little as possible and when the penetration is a mere 4%, being clever will pay off nicely.

The setting we see now is a combination of constraints and abilities. We have no AI abilities and neither do the computers. As such certain people are trying to sell you a concept, an idea on how things will go and as such they create models that learn everything. So as such they are trying to WOW you with examples on YouTube and LinkedIn on how to do that, but the constraints are there and when you see the constraints you will try to get off that train and the people will have gotten you invested at boarding that train. As such you are hooked and then the limits become visible. 

Part 3
The third part came yesterday in a dream, but the setting was seen at least a month ago. I saw it somewhere in November when I stumbled upon it, but it never clicked, because I wasn’t looking for it. But yesterday in that dream I saw the interaction of SPSS (AS400 version) with an export via EXCEL into SAP Dashboard. I had not used that combination in over a decade, but the image was there. Now, I get that these numbers aren’t ‘inspiring’ to anyone else than investors and the board of directors at ADNOC, but to create traction you need inspiring views and the report (added below) doesn’t have that and that is not on ADNOC, you need a better setting for that and that is usually where the car sinks (or strands). 

As I personally see it, constraints are surpassed when you give free reign to data to create interest and one place to do this is using SAP Dashboard to create this (originally called xcelcius). That is when market research used the combination to create visible waves in a new setting that people had not seen before and that creates the traction they needed. So what about the numbers shown via a dashboard? It isn’t just oil that requires presentation. You see Abu Dhabi has International Holding Company (IHC), Abu Dhabi National Energy Company (TAQA), ADNOC Gas L.C. and First Abu Dhabi Bank (FAB). These four represent 1.5 trillion in revenue. I reckon that they could use a more visible setting in presenting self and that is merely in one location. And no AI was needed here. A mere look at presenting different and showing themself in other ways. When you realise what dashboard can achieve, they will achieve more all whilst AI is still being created. So whilst we applaud the LLM (and DML) of statues, the moment one person states that Julius Caesar can give voice to his work (for example Commentarii de Bello Gallico) and the constraints make it fall short, you will realise that there is some length to go until AI is an actual reality. 

That was the parts my dream didn’t give me and a simple sign that bustled with inaccuracies (of everything) that was when my brain clicked the part together. OK, I can be slow too. Yet I take pride in my slowness, especially when my brain refuses to wake up, which it did to me today.

So have a great day and remember that tomorrow is the last day to learn what sex 2024 was about.

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At the close of a year

This might be the last article this year (no promises). I have been haunted by a weird dream, but that is not what this is about. You see, the army recognition group gave us yesterday (at https://armyrecognition.com/news/aerospace-news/2024/saudi-arabia-eyes-up-to-100-turkish-kaan-fighter-jets-as-us-made-f-35-remains-inaccessible) ‘Saudi Arabia eyes up to 100 Turkish Kaan fighter jets as US-made F-35 remains inaccessible.’ I know nothing of this plane, so I am not going in that direction. The setting that the US set the inability of the F35 being handed to Saudi hands is worthy of responding to. You see, the pricing of the F35 is set to “$102.1 million for the F-35C.” This means that America lifted their nose at 10 – 25 billion of hard needed income. The planes, the support and engineering surplus and a few other options. I expected that China would ‘swoop’ in to get that money. It is decently plausible that their were more reasons. I am merely setting that this could also mean the end of the Prince Sultan Air Base (PSAB), you see, airbases on foreign ground are meant for allies and America has priced them out of that corner. As I see it Anthony Blinken has done away with that option. You see, only two months ago we got “US Secretary of State Antony Blinken on Wednesday sought to make headway with Saudi Arabia on” whatever ‘his’ administration is ‘worried’ about. You need to have an ally for that and the fact that the F35 has been ‘unavailable’ since 2012. That is over 12 years, so as the F35 faces being optionally phased out by 2030, they lost one of their biggest customers and provisional ally in the Arabic peninsula as I personally see it. 

And America? Well, who needs an ally who is never there? That is the short and sweet part of this all and for Turkey this might be the sweet deal of the century. At some point the UAE and Egypt will also require 5th gen stealth fighters. This will make it harder for America and China to get traction. I never expected that Turkey was on that level, but that shows you what I know of this field.

And this is not the first time America, Europe and China enter behind the fishnet only to end up with nothing. This potential purchase follows Saudi Arabia’s $3.1 billion agreement with Türkiye in 2023 for the acquisition of 60 Baykar AKINCI unmanned combat aerial vehicles (UCAVs), set for delivery in 2025 and 2026.

So, when was the last time major governments walked away from a potential 15 billion deal? America might shout tariffs and the upcoming said expansion with their 51st state (Canada), but they forget that Canada is part of a Commonwealth and in their views (the Commonwealth) it amounts to a direct assault on the Commonwealth. So when was the last time a nation was engaged with the United Kingdom, Australia, New Zealand, India, South Africa and at least two dozen more. If they reject all imports from America, the American economy goes the way of the dodo a lot faster than the dodo did. For China it sounds like a prolonged Christmas. You see, if they get traction with the Commonwealth, a desire they never thought realistic, but going after their largest member Canada might set that deal to nominal.

That as the rejection of billions set a dangerous premise for America and Saudi Arabia can play hard to get in that instance. So the next threat by the president elect Trump will set a minefield around (presumed) Marco Rubio making his job next to impossible. 

But we will see what will happen. In the meantime we should send a congratulatory card to Turkey for this achievement.

And of course the card for the next tenant of the Prince Sultan Air Base (PSAB), but that is likely to follow in 2025/2026. As I see it, the next two years are close to essential for the next administration to avoid a governmental garage sale. But what do I know?

Still, in retrospect the dream still bugs me. The dream was a job at ADNOC, in Abu Dhabi. They had an AS400 running SPSS 6.1.3 and it had been gathering dust. It wasn’t working and the people at IBM said it was the fault of ADNOC. In the dream I merely had to remove 2 lines (reading ASCII data), two variables Alphanumeric were making a mess of things and removing the two lines solved 96% of the issue. 96% was fixed in the first hour (well for one job). I needed two additional hours to align the alphanumeric fields. And that took two hours to work out, I used Excel for that (the one Microsoft program Microsoft got right). And with that the first month was back on track. A weird setting, as I know next to nothing of ADNOC, I know that they are in oil, and that is all. I haven’t thought of that program in over 2 decades, so what gives? Well, in part technical support at SPSS was perhaps one of the most fulfilling jobs. But the powers that be didn’t see me as IBM material. O well, such is life. 

Time to head to the end of the year and see what 2025 will bring. 

Have a great day and the optional conclusion of a great year.

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The stage of tomorrow

Yes, many have a tomorrow stage, yet in all fairness as I can see it, the UAE is jumping forward by leaps and bounds. Only today did I see the announcement that was given in April that Harry Potter is coming to Abu Dhabi. The capital of the United Arab Emirates as about to make a dent in tourism. It already was, but now there is even more to enjoy. It already had Waterworld, SeaWorld, Ferrari World, the Yas Mall but now it is enhancing and enlarging Warner Brothers world with the setting of Harry Potter. I don’t know when it will open, but I reckon that it should be ready before the summer will be making its announcement in 2025. For America it might become a nasty shock. Orlando has put a decent effort in making the enhancements to Universal a massive project. The Epic Universe will be five parks in one right next to the original Universal park. And there is enough for all, but it is the first time that the Harry Potter fans in the Arabian peninsula get handed this world to their front door. There is more, because Universal might be seen as more of the same (it is not). But Abu Dhabi is presenting itself as the family outing of choice. This is not merely done through advertisements. The many families and couples visiting these parks are all outspoken positive on their adventure. Not through influencers, simple people. A family from the UK with mom, dad and son show the world what an amazing time they had. An Australian couple (not the Hemsworth family) do exactly the same and YouTube is filled with people who visited these parks and are outspoken positive over the experience. 

Now that Harry Potter is coming Abu Dhabi can be certain that thousands more visitors will be coming their way. In the us (2023) 1247 people were asked how they felt about Harry Potter. Only 3% was not a fan and 47% were avid fans. That implies that Abu Dhabi will be the place to be and with Yas Island where the parks are as well as some hotels are, the people would want to splurge in their 2025 vacation. With several parks in the vicinity (Waterworld and WB are neighbours) with the WB hotel between the two. And on the other side of the hotel is the Yas Mall with Ferrari world. OK, the hotel is 10 minutes from the Yas mall, but there are busses, and in all these places there are affordable food places. There is something for everyone. The United Arab Emirates seems to end the year on a high note and I reckon that there is plenty of fun to be had. 

I reckon that with Dubai being a mere 90 minutes by bus away, there is every reason to have a vacation in both spots. Week one in one place and week 2 in the other place. People could end up having the vacation of a lifetime. 

The one surprising thing for me was the UK couple where they also talk about the prices of the food places they visited. With the comparison of UK prices, the UK seems somewhat expensive in comparison. 

I reckon that as soon as the HP experience comes closer the YouTube presentations will show that Orlando might have priced themselves out of this race. I don’t think that everyone will take the different destination, Epic Universe looks too good for that, but some will rethink where to go to in 2025 and some should at least consider that path. There is no reason to compare the two, but consider that Yas Island has a Wet’n’Wild (Australia) alternative next to Warner Brothers world and with SeaWorld the alternative to the one in San Antonio you see three parks close to one another. Not too many places can offer this, but one of them is Abu Dhabi. And there is much more on this island.

Off-course there is an alternative reason, as the UAE is a zero tax country, the combination for a new Apple or some other thingamajig on the really cheap side makes this an easy choice and with a mere 90 minutes between Dubai and Abu Dhabi the choice for most of you becomes really simple. 

Have a great Thursday, for me it started 45 minutes ago.

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The statistics are against me

Yup, that happens and I don’t believe it is a worrying issue. You see, it started a little over a year ago and I created my first (sort of) script. It is called ‘How to assassinate a politician’ which I later ‘reset’ to ‘Essay’. MY first script was meant specifically for an islamic audience which could have graced the walls of the UAE or the Saudi media bosses. I saw the story and it was my response to an Islamophobe population. And how to better serve it than to assassinate the biggest European islamophobic of all Geert Wilders (now PM of the Netherlands). I thought it was an excellent idea (a pure personal thought). Yet now I am confronted with ‘How the creative economy drives growth in the Middle East’ (at https://economymiddleeast.com/news/how-creative-economy-drives-growth-middle-east/). Here I see “In the UAE, a global creative hub, Dubai Media City is home to a talent pool of over 40,500 creative professionals”, so what was I thinking? Well, the short of this is that I write to feed the creative beast in me. I was unaware of just how large the Media City population was, and if you go by that setting you will never get anything done.

And whilst you are mulling over “The UN Trade and Development Creative Economy Outlook 2024 highlights the crucial role of creative industries in global trade and economic growth. According to the UNCTAD survey, the creative economy contributes between 0.5 percent and 7.3 percent of GDP and employs 0.5 percent to 12.5 percent of the workforce in various countries. “The creative economy has the right forces pushing its sails. This is not just art. It is an economic powerhouse that we must harness together, leaving no one behind,” stated Rebeca Grynspan, secretary-general of UNCTAD.”” You see, it is nice to hide behind numbers at one setting, but the source of the numbers matter a well. I find a little worrying setting behind the statement “The creative economy has the right forces pushing its sails. This is not just art. It is an economic powerhouse that we must harness together, leaving no one behind” my issue is in one direction “leaving no one behind”, which is nice, but that is a political statement and Grynspan was in the past Grynspan was a professor and researcher at the Economic Science Research Institute at the University of Costa Rica. This is not some anti statement. I always wonder and become ‘skeptical’ when a politician makes a “leaving no one behind” in their setting. Because that tends to rally towards “We were however forced to make choices” and that always goes at the expense of Art, especially when dollar numbers are involved. That and the setting of “employs 0.5 percent to 12.5 percent of the workforce in various countries”, which is quite the distribution. So where is it 12.5%? Hollywood with its 153,859 villagers? Some other consideration would be ‘the UNCTAD survey’, which I am not attacking now, as I have never read it. But the stage of a survey calls with me the setting of data. What data? What was filtered? How was it collected? What nations participated? Indonesia has around 277.5 million people, how many does its media (online and other) have? Simple questions really. 

When we dig into the matter, we see “Middle Eastern countries recognise the potential of the creative economy. In the region, the intersection of the digital and creative industries, in particular — encompassing the use of artificial intelligence (AI), Web3, and virtual reality — is driving innovation and economic diversification.” I still shiver at the notion that AI does not yet exist, no matter how many players boom the bubble of the AI vibe, it does not yet exist and we need to take notice of this. It might be fuelling the desire for it to be here, but it isn’t and when the world starts wondering the simple equation of “LLM’s vs AI” and true data parsing, its verification process and programmers with its algorithms the statement “According to a white paper by Dubai Design District and Dubai Media City, the global digital creative economy could grow by 11 percent annually, reaching a staggering AED27 trillion by 2030.” I fear for the fallout it precedes. And like the other papers the question of population, collection and reading the data will get a much higher priority. I winder how certain power players will address and respond to “a staggering AED27 trillion by 2030”, you see, joy of a revenue is nice, but the fear of it falling short in 5 years will be on the forefront of nearly every mind who depended on this fuelling stage. 

There is a side I fully agree with. It is seen in “In November, Dubai Media City underscored the essential role of multicultural creativity at this year’s Global Media Congress held in ADNEC Center Abu Dhabi.” I believe that true creativity can only be seen in a multicultural setting as such the UAE has a jump on all other nations as I personally see it and even as I shiver at the 40,500 setting (I am not debating or attacking it) I understand that my script had very little chance to begin with. I am still proud I wrote it and there are three more coming (not with Islamic values in mind), but that is the state of the world. Creativity is where our thoughts take us. And we respond as we would or as we can. The first one was islamic in nature, but that doesn’t mean all will be and multicultural is the first step of being truly creative. What matters to me are a few things and the stage of the numbers is one, articles rarely spell that out and as such it becomes my setting that I wish I knew more of UNCTAD and their numbers, because it is at the heart of the matter here. And here is the spiller (or killer). You see, the UN Trade and Development has a UNCTADstat Data centre. I took a look (at https://unctadstat.unctad.org/datacentre/) where I found “International trade in creative services: estimates for individual economies” an experimental part that has data from 2010 to 2018 and shows us Saudi Arabia, but not the United Arab Emirates (UAE), as such I wonder where the numbers are coming from. The article does not give us that part. I saw the Creative Economy Outlook 2024. The word ‘Statistics’ is given to us 23 times, and always with references like {Key Statistics and Trends in Trade Policy 2022. UNCTAD/DITC/TAB/2023/2. Geneva.} Yet the report gives us no real numbers (like raw data) or the reference to raw data has exactly 0 hits. As such I tend to have a more skeptical view on such a presentation. As such when ‘confirming’ the survey, I see another ‘hitch’ the fact that the phrase ‘in countries where data is available’ is missing from the article. It happens, but as I see it, it is kinda sloppy. With the rather large setting shown (in the UN pdf) that we see “inputs received through the 2024 UNCTAD Survey on the Creative Economy from the following countries: Albania, Antigua and Barbuda, Argentina, Benin, Cambodia, China, Costa Rica, Cuba, Dominican Republic, Egypt, Ethiopia, Gambia, Guatemala, Indonesia, Jamaica, Japan, Kazakhstan, Libya, Malaysia, Mauritius, Montenegro, Mozambique, Nigeria, Oman, Pakistan, Peru, Philippines, Republic of Korea, Seychelles, Slovenia, South Africa, Sri Lanka, Trinidad and Tobago, United Kingdom of Great Britain and Northern Ireland, Uzbekistan and Bolivarian Republic of Venezuela.” And here we get the other shoe dropped. Saudi Arabia and the United Arab Emirates are not mentioned at all. This is not on these countries, but as I see it The editorial of the Middle East economy has a little explaining to do (as I personally see it), it might be merely semantics, but that is at times how I roll.

And there is more on the graphics, one pie chart merely shows Saudi Arabia and the UAE as part of the EMEA region, as such I wonder which part of the 21% is Europe, because that sets a much larger premise of advertisement per region and population. There is no real way that Saudi Arabia and the UAE can compete in advertising against a population of 742 million europeans. As such I start to develop questions (as I would).

Well that was it for now, I’ll add the United Nations PDF at the bottom, it took me less than 10 minutes to scope out the questions you see here and if I took a little more time I will find a lot more. But that is the setting of a political brief (as I see it), I also didn’t see (I might have missed that) on the definition of the media and what sources are set to what medium. You see, there is a chart on Global video games revenues, and predictively set (based on data) this is always an upward spiral because there are no sources (or data) available for the Playstation 6, the Nintendo Switch 2, or the Tencent handheld. They are the tomorrow systems and there is no data on any of that a present. But the larger audiences are already looking into these parts. So what gives on the data?

A mere simple question that has no easy answer, I get that, because presumption is always on what is known, but take the simple setting in 2012 the PS4 was released. It got more than 50 million consoles out and obliterated the Microsoft product. In 2016 Microsoft merely gave us all Xbox live numbers. So when we see that, what numbers does UNCTAD have to set the Total video games revenue from 225 to 312 billion and Video games advertising from 75 to 137 billion between 2023 and 2027? A lot higher than Traditional games which went from 55 to 62 billion? The numbers do not reflect each other. As you might guess that sets gaming in a dead drop against advertisement, a bad business practice as I personally see it. And I could go on but when you see it was a forecast based on PwC’s Global Entertainment and Media Outlook 2023-2027 (so based on what numbers?) This is merely what I found in under an hour. As such question all numbers that have no accompanying response setting (aka N). 

Also when we get the Countries with the most significant art markets by value of sales in 2023 and we see USA, France, UK, China and other with France at 7% and other at 15%, where do the UAE and Saudi Arabia end up? Consider that a place with 40,500 members do not surpass France and are part of the 15% What is the setting for them? I wonder if the Middle East Economy had those questions in mind when they released that story. As I see it a simple question really.

Have a great Monday.

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The revolving question

That is at times in almost everything the setting. We might all go nuts about ‘mismanaging’ settings and I am to a certain degree not impervious to that setting. But after writing ‘The losing bet’ (at https://lawlordtobe.com/2024/12/08/the-losing-bet/) I started to mull things over. You see, people like Sheikh Tahnoon bin Zayed Al Nahyan are not stupid. But there is a dangerous calm as people are given the questions and are given ‘a kind of answer’ and Microsoft is massively adapt in setting the stage to THEIR advantage and I suddenly realised a simpler setting. When was the question asked of Microsoft ‘What is AI?’ And ‘What is the premise of what you call AI?’ With ‘What is the data setting of AI?’ In this I reckon that some eyes will open. We see all settings of Ai mentioned, but the clear definition and a comparison to the setting that Alan Turing gave us 1950, moreover together with John McCarthy gave us the Turing test. So how far did people dig into this part of the equation? You might disagree with me on my stance of AI and that is okay. We do not all see eye to eye on a whole range of matters. But in this, in a Texas Hold’em style of business poker it becomes increasingly important to set the stage of definitions and hold them up to the light. In that game Microsoft doesn’t get to spin out of the stage ad blame it all on miscommunication. In that stage Microsoft has to hide into the margins or come out into the light. The second stage is likely and very pleasing to my ego.

You see, when people are part of a $1.5 billion investment there are people who are not pleased with that fact and they will nitpick any document handed to them. One of the oldest settings was ‘What are the definitions?’ Was in older days the way to see what players were up to and that stage got a little lost in populism and ‘fast’ presentations appeasing to the spending player. You might think that it is Microsoft paying, but you would be wrong. The UAE and G42 are investing time and resources to make it all work and I foresee that players like Microsoft (not just them) are trying to play fast and loose with definitions so that they can bank the first agreements and then turn back and hide behind ‘miscommunications’ after that fact. Which is why we have the clear setting of definitions. As such making all players answer that question gives a first setting. You see, there is no AI at present and that comes out at that very start. And no matter how clever LLM’s and Deeper Machine Learning is, the setting becomes data and who is responsible of that data. Now we get different players out and in the full-grown light. People like Sheikh Tahnoon bin Zayed Al Nahyan will then immediately see who is endangering the security of the UAE and they have no sense of humour at that point. No matter how some see the ‘opportunity’ of a life time, the moment the national pride comes into view of danger, the UAE will demand clarity on matters and I reckon some will ‘trivialise’ matters and when you ‘invest’ $1.5 billion there is an issue with trivialisation (which is why I referred to a Texas Hold’em style). Now some will say that I am bluffing and I want to be ‘inserted’ as a possible player. You would be wrong. I do not want to be linked to a player like Microsoft in any way. Google, Amazon, Adobe, IBM and Oracle definitely, Microsoft not at all. As such I am not anti-American (a claim that was thrown at me several times in the past). I am anti-stupid (mostly) and when you start trivialising $1.5 billion I see you as stupid, and no matter what I think of Microsoft, they are not overly stupid. In some things yes, in other things (like playing black letter law stages) not that much. 

But all that becomes moot when some players release the definition lists to all we will see how silly my thoughts are, because these definitions go through the entire project and there is no way they get changed unless all parties openly agree. Oh and before you think that this is a ploy. You might be right. You see, I do not know where China is at present ad I would live to find out. So what is better then Microsoft setting the entire definition list to paper and release it all? I reckon we will see a Chinese response less then 48 hours alter. 

The revolving question is an almost needed stage because definitions on paper is what matters, if it isn’t written down it doesn’t exist. That has been a matter long before the Prince by Niccolò Machiavelli. I reckon it goes back to the days of Gaius Julius Caesar Augustus (63BC-14). So this setting was known for 2000 years and with all the turbo presentations and innuendo I get the feeling it got lost in the woodwork of it all. As such I thought it was a great idea to remind people of that. 

Silly me, have a great day.

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To box office, or not to box office

That is the question and the question is valid as the movies opened up in 2018 with a revenue of $2.6m, seems little but in the few years that passed, annual revenue went up to a quarter of a billion, as such screen daily kept an eye on the Saudi market (at https://www.screendaily.com/features/is-saudi-arabias-box-office-boom-over-or-set-to-rise-again/5199910.article) in that same setting I created the script ‘How to assassinate a politician’ about the assassination of Islamophobe Geert Wilders (the current prime minister of the Netherlands) the alternative title was ‘Essay’ (I came up with that later). I aimed it for the Arabic (Saudi Arabia/UAE) market. I contacted 2-3 player, but I never heard back from them. I thought that through streaming they could also get to the Egyptian market (as well as the Indonesian markets) The ‘bad vibe’ feelings in Indonesian markets might be well received. A Dutch politician getting the Sukarno treatment might keep Indonesian people on their couch watching the demise of the Prime Minister five times over. Anyway, those were my thoughts and it seems that they didn’t agree with me. Still the setting remains. As we get “At least one of the major exhibitor groups operating in Saudi is said to be exploring a possible sale amid high debt levels incurred during its rapid expansion. Last year, AMC Entertainment Holdings, the world’s biggest cinema chain, exited the Saudi market in the face of intense competition, selling to Saudi Entertainment Ventures (Seven), which is operated by the government’s Public Investment Fund.” The intense competition was why I tried the streamers as a possible interested party. We can think box office all we want, but in the end, the people need to be entertained at home. The last time I went to the cinema, it was $19 for the movie and popcorn and a soda set me back another tenner. That’s three months of Netflix. I reckon we need to consider the home office and for a lot of Saudi’s (as well as Indonesians, Egyptians and people in the UAE) the same setting is looming. It is not that streaming is better, it is merely more affordable. Now that Apple is getting more into Saudi Arabia, it will be soon that Apple TV is coming too (or already there). And with the setting of “Bidding wars for titles from major US sellers were common, but less so now. Minimum guarantees have dropped as a result, reflecting the reality of a market that has levelled out. “When Saudi opened up, almost any film would work. But now audiences are a lot more selective,” says the executive.” Makes me feel that there is still a chance of my script making it to the screens of people. The movie plays part in the Netherlands and part in Dammam (no real reason why I chose it) and one scene in Iran. The setting of a movie that deals with islamophobia was appealing to me, because it is something nearly any Islamic person is exposed to (especially in Europe) and as such I created an idea with my copy of Final Draft (given to me for that reason) and a stronger view is given with “One bright spot is the market for Arabic-language content, particularly from Egypt. The figures underline the executive’s point: the top five box-office films of the year so far include two Egyptian titles (action drama Sons Of Rizk 3 and romantic comedy Gawaza Toxic) and one Saudi comedy (Shabab El-Bomb). According to Comscore, Egyptian titles now account for an impressive 25% of the Saudi market, while local Saudi features have a 7% share. US films, by comparison, take 53% of box office in the country.” My movie is not in Arabic, but it was designed with the stage of an Arabic version in mind. I merely lack the language skills to make it directly in Arabic. Now I see that this setting is given with “Egyptian titles now account for an impressive 25%” gives me hope that my final curtain call is not here yet. Yes, it is hope because I had never written a script before this and as I look at the tally where beside ‘How to assassinate a politician’ I am working on ‘Kenos Diastima’ (a TV series in the making), ‘Engonos’ (TV series in the making) and ‘Residuam Vitam’ (mini series in the making). I created these series partly to keep my writing skills up and it wasn’t until ‘How to assassinate a politician’ had formed more completely in my mind that I decided to make it in a script (in Final Draft) and when I started pushing that title did I start to set the blackboard for ‘Residuam Vitam’ which is still forming. 

And as we see this we also need to take notice of Adon Quinn, CEO of Saudi exhibitor Muvi Cinemas, believes that Arabic content can help drive future growth. I am willing to agree, but that is really in my favour. You see it is nice that things go to cinema (happy to help), but I reckon that the streamers in the UAE (Dubai Media) and Saudi Arabia (Aloula) will make the larger difference. The need for Egypt and Indonesia seem clear and Indonesia with a population of 277 million potential viewers should not be underestimated. As Quinn tells us “He points out the wider Saudi box-office slowdown echoes what has happened in markets around the world this year. Its main cause, he says, is the depleted supply of content caused by Covid and last year’s Holly­wood actors and writers strikes. “The strikes had a big impact on the first half of 2024,” he observes. “We’ve seen when the right content is there, the audience is there.”” But he also exposes a problem. The depleted supply is seemingly due to Hollywood. Still tapping the Canadian, Swedish and western European markets might not be a bad idea. Especially as California is about to get a few additional issues and they are not yet polarised into tinseltown (Hollywood). 

There are definitely options for the Arabic market, but I reckon that the streamers will have a much better time they do not need a movie distribution system and they can get a lot of traction roping in a potential viewing group of well over 400,000,000 people. You can fish in a barrel, but the same barrel holding either 400 million or a mere 35 million, that is the setting as I see it and as I have noticed Dubai Media is ready to get on board with that setting (I saw it was ‘proclaimed’ by certain individuals on LinkedIn). 

The market is where you cater to it and I thought it was a good idea to cater to the Arabic markets. Have a great day.

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The losing bet

That happens, we make bets. We all do in one way or another. Some merely hurt our pride and/or our ego. Some deals hurt others and there are other settings, too many to mention. But Reuters alerted me three hours ago on a deal that will have a lot of repercussions. The article ‘US clears export of advanced AI chips to UAE under Microsoft deal, Axios says’ (at https://www.reuters.com/technology/artificial-intelligence/advanced-ai-chips-cleared-export-uae-under-microsoft-deal-axios-reports-2024-12-07/) is one that has a few more repercussions than you imagined it had. The global loser (Microsoft) has set up a setting where we see “The U.S. government has approved the export of advanced artificial intelligence chips to a Microsoft-operated facility in the United Arab Emirates as part of the company’s highly-scrutinised partnership with Emirati AI firm G42, Axios reported on Saturday, citing two people familiar with the deal.” Microsoft is as desperate as I think they are with this deal. They probably pushed the anti-China agenda and made mention of the $1.5 billion dollar investment deal. And as we are given “The deal, however, was scrutinised after U.S. lawmakers raised concerns G42 could transfer powerful U.S. AI technology to China. They asked for a U.S. assessment of G42’s ties to the Chinese Communist Party, military and government before the Microsoft deal advances.” And we are also given “The approved export license requires Microsoft to prevent access to its facility in the UAE by personnel who are from nations under U.S. arms embargoes or who are on the U.S. Bureau of Industry and Security’s Entity List, the Axios report said.” In this I have a few issues.

In the first there is no AI, not yet anyway as such the investment is going the way like water under a bridge. Microsoft knows this as such they are betting big and they have the US government backing them. In the worst case it will be the US government putting up the $1.5 billion themselves and with the anti-China sentiment that is a likely result from this.

In the second the setting that Microsoft is banking on is a loop setting with multiple exists. Yesterday the Financial Times informed us ‘OpenAI seeks to unlock investment by ditching ‘AGI’ clause with Microsoft’ (at https://www.ft.com/content/2c14b89c-f363-4c2a-9dfc-13023b6bce65) the events are piling up and as I see it Microsoft is on the edge if desperation. You see, it all hangs on the simplest setting that there is no AI (not yet at least). What we have is a setting with LLM’s and Deeper Machine Learning and it is clever and it is a ‘optional’ wholesome solution to a lot of paths. But it is no Artificial Intelligence. You see, as all the laws are part of ethics and ‘AI’ people look around and think that there is ‘awareness’ of solutions. There are not. It is all data managed, a somewhat clever solution to people seeking an aware-like solution in data and some kind of knowledge discovery mode. It all could be clever, but it is still no AI and at some point certain people will dig it out and I reckon the UAE will be ahead of it all. Microsoft and its Ferengi approach of ‘When you get their money you never give it back’ comes with nice loopholes. You think that Microsoft made the ‘investment’ now here is the cracker. There is nothing stopping Microsoft of putting it in a ‘bad bank’ approach and make it all tax deductible and then some. And when the “artificial general intelligence” (AGI) clause is dropped there will be all kinds of attention from all over the place and no one is looking at the details of whatever they consider AI and what Alan Turing clearly considered to be AI. When the people that matter start looking and digging the days of Microsoft will be numbered. Another bubble game created and now that they have ‘enticed’ the wrong kind of people they will want their pound of dollars. And as we are given “The Biden administration in October required the makers of the largest AI systems to share details about them with the U.S. government. G42 earlier this year said it was actively working with U.S. partners and the UAE’s government to comply with AI development and deployment standards, amid concerns about its ties to China.” And in that setting Microsoft decided to be the governmental bitch to say the least. And all these media moguls are so loosely playing along and what will happen when someone digs into this. They will play dumb and say “We didn’t comprehend the technology” and it wasn’t hard. I saw it months ago, if not nearly almost two years ago. And the media was stupid? No, the media goes the way of the digital dollar, the way of the emotional flame. So as the field opens, we see all kinds of turmoil with Microsoft claiming to be the ‘saviour’ all nice and kind (of a sort), but when you look at the setting, it is my personal speculated feeling that Microsoft wouldn’t have made this move unless they had very little moves left. And in this setting the one player is forgotten. China, how far along are their ‘designs’? And in all this what are their plans? We seem to be given the setting that it is all American, but as the media cannot be trusted what is the ACTUAL setting? I have no clue, but in a world this interactive, China cannot be far away. 

And if there are people who disagree, that is fair, but the actual setting is largely unknown. So when we get to the last paragraph which gives us “Abu Dhabi sovereign wealth fund Mubadala Investment Company, the UAE’s ruling family and U.S. private equity firm Silver Lake hold stakes in G42. The company’s chairman, Sheikh Tahnoon bin Zayed Al Nahyan, is the UAE’s national security advisor and the brother of the UAE’s president.” Consider this small fact. Microsoft seems to be ‘investing’ all whilst the anti-China rhetoric is given. Do you think that anyone who is the National Security Advisor (of the UAE) hasn’t seen through a lot of this? So what was the plan from Microsoft? I am at a loss, but with the AI setting the way it actually is none of this makes sense. Do they really believe that Microsoft is any kind of solution in this setting? Simply look at the accusation that Microsoft has also been criticised for the perceived declining quality and reliability of its software. That is your partner in so-called AI? Just a thought to consider.

Well, you all have a lovely Sunday. My Monday is a mere 80 minutes away.

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Bully tactics

The BBC (LinkedIn also) gave us a story. The BBC (at https://www.bbc.com/news/articles/cgrwj0p2dd9o) is giving us ‘Trump threatens 100% tariff on Brics nations if they try to replace dollar’. We are given “US President-elect Donald Trump has threatened to impose 100% tariffs on a bloc of nine nations if they were to create a rival currency to the US dollar. “The idea that the BRICS Countries are trying to move away from the Dollar while we stand by and watch is OVER,” Trump wrote on social media on Saturday.”Now we can shout high and low, but the simple setting is that this is merely the second setting on the line that the good times are over in the US and things are about to get a lot worse. The simplest setting to consider is that if these facts present themselves the first hurdle will crash the little economy that they have. Let me explain. If President elect Trump goes through with that. Stuff in a place called Walmart will become close to twice as expensive. This implies that Walmart will drop all goods from China and India. As such others will have to provide, which will turn out to be close to impossible. Consider that Walmart employs 2,100,000 people and as I see it close to 60% will be out of a job then. Walmart has a net income of 16 billion dollars. It comes from $648 billion dollars. Now all these Chinese and Indian goods would get a 100% Tarif. So what happens when all those goods get a 100% surcharge? The American administration will drown Walmart into oblivion. Add to that the Google issues and China will get near clean run on running the global economy. So why wouldn’t they push for a Yuan to become the new central currency? And in that process slam the American administration as well? I reckon that China is chomping at the bits to get started on that. With the hardships given to Google, Huawei gets a smashing option to take market shares from Google in Europe the Middle East and Asia. Apple will get hit, but not as much. Then we get the Walmart and its wannabe’s who rely on cheap goods from China and India and they will all pretty much lose whatever they had. When we see Walmarts closing all over America many will realise that the game for America is up. I did mention this danger for well over a decade. When you let the debt run out of control with no exit strategy there is no real solution coming. I saw that a mile away, so why didn’t these overpaid economists? Now we get the new AI bubble and soon people will realise that it is merely another gimmick. When the revenue stays away from the books, when these revenues get pushed back again and again the third step will be reached. So president elect can bully as much as they can, but the pole position was missed and whomever is in control have no solutions to offer other then austerity that goes beyond anything Wall Street could ever have predicted and the party is over now. Don’t worry the family members to Sam Walton and Bud Walton will be fine. They can relocate to a nice place where they can spend their money. The other 2.1 million are royally screwed. I will not blame any Walton. They played the economy game and they played it well, they have options. The bulk will not. And when the dollar is replaced, banks, retirement companies will as I suspect buckle as well. The impact of a $36,000,000,000,000 debt. The impact will go slow but it would be undeniable. As BRICS decides on another currency they will attract several other players and the European parties will consider the change and they will do what is in the best interest of their Euro, they will not care about the US dollar for one second. That is the reality that was pretty much spelled out half a decade ago. I get that America will try to do what is best for America, but that option was nulled when parties decided to break up Google. That was the first step towards the end. And now Huawei will be the best option for many players. So as the economic map will be redrawn, we will see a new horizon with India, China, United Arab Emirates and Saudi Arabia at the head of this new horizon. In that new map there is no longer a mention of America, the US dollar will remain a little while longer until all other nations have dumped trillions in dollar bonds. That will be the trigger that ends the world economy as it currently is. 

Have a great day today, tomorrow is the midweek and a mere three weeks until Christmas.

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Saudi Fun craft

That is on the agenda. Most people are hauling what they can to see their name in COP29, but the others (or those who put their name down already) are trying to be seen as the anti-China voice in the middle east. Because that is what Trump wants, right?

That is the setting of the next wannabe, the next facilitator or the next service provider. Saudi Arabia, Aramco, the UAE and ADNOC’s next need, that is what their limited view states. I cannot agree. That was what the region needed, the next iteration however is as subtle as a maul to a shin.

You see, most are ‘reacting’ to ‘Better offer needed if the US wants to pull Saudi Arabia away from China’ (Amwaj media) or ‘Saudi Arabia seeks mining deals with Chinese, Indian and Canadian firms in industry push’ (AL-monitor). There are more headlines, but the cautious player notices that America (or USA) is in several instances no longer mentioned. That is the actual play. President  elect Trump has a problem. His library is not on the mind of those who need to have it on their minds and that is a plural issue. Microsoft might be ‘offering’ the world to the UAE in AI, but the critics who know a thing or two are skeptical. I cannot tell if there is a silence delay, or an actual disregard in play for the USA. You need to be in the know with China and a certain palace in Riyadh to know the actual setting. And in this Amwaj gives us “if Washington truly wants Riyadh to join the US camp, it should come up with a better offer—instead of a proposition with strings attached.” Funny that, I said something similar on March 11th 2020 in ‘Who is Miss Calculation?’ (At https://lawlordtobe.com/2020/03/11/who-is-miss-calculation/) the words are not the same, but the spirit was. As most would embrace Good business is where you find it, others went for Money talks, bullshit walks. So who was president then?

It does not matter, policies are always on a turntable, but the disc hits that direction 33 times a minute. Faster if you play a CD. No matter whose president when this matter resurfaces. China had a while to set his ducks in a row and he merely needs to watch the fallout whilst he takes shelter regarding the massive boink the Americas show when things turn sour.

America needs a positive hit and that implies being close friends with the Arabian allies UAE and Saudi Arabia. All whilst they know that they need to be friends with China as well. And that is a bitter pill to swallow for America. The tables turn even further as elemental deals (where America would have been the A-team for Arabia) we now see China, India and Canada taking slices of that pie as well. I send stern warnings in 2020 and now we see it happen. So consider that America had the biggest part of that pie until 2015, now we see that America (with $36,000,000,000,000 debt) ends up with a suspected mere 45% of that pie, 55% went into other directions. Add to that the deals Europe and Australia expects to make before Jan 1st 2025 and you see that Saudi Arabia is doing what it needs to do for its country. It might not look nice, but that is the reality of it all and I gave the people heads up for over 4 years. Now it all ‘looks like a crises’ that does not mean it is. It is merely a crises when you were unaware of it all and America was very aware. So seeks the sands with COP29 all whilst there are over 41000 flights each day and many are not needed. So how is that for “biologically formed organic matter”. Yes they will stop some of this all whilst a massive chunk of of these 41000 flight each day could be deleted. So where is COP29 now?

And it gets to be bad, or worse for America. The Tariff deal for Canada is seen as disastrous. But when it can deal with China and Saudi Arabia, what Canada loses on one side, it will gain more on the other side, America painted itself in a corner. And for the sweeter deal? It might be too late for that. China has gained about 15% of the pie that was meant for America, as such the bills will be pushed along forward and there is actual consideration that America would have to lease its land to others to make a shilling and it is not shillings that America needs. It needs a wheelbarrow of these coins. As I see it, America now has less than 4 turns until it can no longer make any moves. It wont be able to afford the entry fee to make a move. As such I personally believe that America has been playing the wrong game. They were playing chess whilst Chinese chess was needed. They never used the board optimal and now that they figured out the game, it is too late for that.

In my own view (optionally a wrong one), the friends of Trump are heading for the hills. They will not get away Scott free, but they will get away. The rest gets saddled with the biggest invoice in human history and they cannot foot the bill. And don’t think that this is not on you all. Your pensions are about to go the way of Lehman Brothers 2003. The loans that are still outgoing will be foreclosed by the banks foreclosing your banks and you end up having nothing to live upon. That too was blatantly obvious before the end of 2023. Now it matters to whom have the flexibility to make moves with whatever capital they have. Don’t rely on the stock markets. Have investments that are mobile, or optionally real estate. I feel certain that it will come to blows in 2025 when America shows that it has issues settling the bills they have. That is when panic goes global. And when you see this unfold those with a decent penny in Aramco and ADNOC will have a return on investment, the rest? Whatever of these rest players will be left alive in Q2 2025, because there is no reality that this will be true.

And when you ask how come? That would be fair and the answer wa staring you in the face. Country 1 gave payment to a debt of country 2 and Country 2 gave payment to a debt of country 1. So what is that called? And this had been going on for decades. I thought the barn was done away with when we learned of Silicon Valley Bank and First Republic going south on the debit line. However, the worst was dealt with. This time around it might be worse. The USA would need to call themselves bankrupt and the impact of that is beyond my ability to see, but I am willing to place a bet that China knows exactly what to do. You see, when this comes to pass China and others can vie for the 6,278,000 billion barrels a day it imports. It might be cheaper then getting their own oil, but that is where it is headed. India and China will try to get the largest chunk of it. As such Canada, Mexico, Saudi Arabia, Iraq and Colombia will need new customers and I reckon India and China will be chomping at the bits to get these slices of oil. It will impact global economy to a much larger extent. And that was merely the first part. Consider that Huawei is taking over another slice of technology and you have one country falling short on several fields, merely because they did not think things through. So wanna seen what happens when you owe a bank a massive amount of cash and you can only cover 60% of the monthly payments?

How long until this party is over?

Enjoy the day.

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The end is nigh

Yup, it is. And not in a normal way. There is no demon sprouting on the land. You see Lucifer Morningstar has greed driven politicians doing his dirty work and what is more satisfying than any person digging his own grave? So how did this setting deploy? Well as the DoJ decided that there agenda matters most they are about to force Google its Chrome browser. (At https://www.itnews.com.au/news/google-must-sell-chrome-us-doj-argues-613298) We see “Google must sell its Chrome browser, share data and search results with rivals and take other measures – including possibly selling Android – to end its monopoly on online search, prosecutors argued to a judge” Its always the stupid and greedy that redefines the borders of hell. Anyway, whatever his ‘personal’ reasons are the game is literally afoot. In this instance whist that is considered Europe and the Middle East will select the dollars for donuts option and in this we need to consider the second cog in this wheel. It is given to us by Politico (at https://www.politico.eu/article/germany-china-huawei-ban-2029-5g-networks-government-greens-lawmaker-4g-strand/) which they gave us in July. There we are given ‘Germany goes soft on China, dragging out Huawei ban until 2029’ and this ban will be delayed again and again. Lets not forget that American anti-Chinese actions led to this. And no matter how we feel about it. The Americans NEVER gave ample evidence for any of it. So as one start to ferment the sentiments of how stupid this American administration is, Huawei will add to this. You see Huawei now has HarmonyOS and it has a few other arrows in its quiver. The larger setting for the internet of things was ignored for too long. And as Germany delays, so will France, Spain, Italy, Netherlands and the Nordic regions. Like domino stones they will tumble each other. All whilst this administration will find another person to take a metal briefcase to the European leaders like a pop star and we saw that before. So the evidence better be real this time around. Still that will take time and in the meantime we are given by Huawei Central (at https://www.huaweicentral.com/huawei-matepad-pro-13-2-2025-will-reshape-office-experience-ceo/) We are “shown” ‘Huawei MatePad Pro 13.2 2025 will reshape office experience: CEO’ and this is the larger setting. For when Google loses market share, in that same instance Microsoft loses market share as well. The Huawei MatePad Pro 13.2 2025 is now only 4 days away. With HarmonyOS it will be able to connect nearly all other devices. As we are shown that the “Multi-Window enables users to open several apps in split-screen mode for multitasking. One can also swipe an app inward from the left/right edge to bring up the Multi-Window dock. It’s a useful tool for office work, meetings, and more.” That is precisely why politicians should stay away from technology decisions. Basically they are too stupid to see the forest through the trees and in this instance there will be a massive jolt to Google, Microsoft and I reckon that Apple will also see a dip in revenue. Or as some will say “It sucks to be you” to the Attorney General. 

So am I right or am I wrong?
That remains to be seen, but as I see it, the demand for the Google ‘simplification’ will open the doors of HarmonyOS to Europe and for a much stronger setting to the Middle East. And with the uncertainty of the Google stage. Huawei and their data centres. The setting of Google will make a lot of people nervous and that works for Huawei. We were given last year “The launch of the Huawei Cloud Riyadh Region was announced at the Huawei Cloud Summit Saudi Arabia 2023. The new cloud region, located in an STC/Center3 data centre in Riyadh, offers three availability zones. It is the company’s first region in the Middle East.” How long will it take for the United Arab Emirates (UAE) to follow suit? And how happy do you think Microsoft will be to do their ‘AI’ work in a Huawei data centre? All this will come to pass (unless someone muzzles the AG). There is a setting to it all and one brick will stumble the next one and the next one. It is the result of the internet of things. And with the Huawei MatePad Pro there is more than just the connectivity. It will slow iPad sales and from there Microsoft will find themselves in more hot waters (some they did to themselves) and the UAE will demand that Microsoft will do its AI work wherever it needs to be and as such Microsoft will enable Huawei even more. All this because someone has anti-Google feelings. For 15 years Google found and created an innovative road. It is not up to the DoJ to reward stupidity to the competitors of Google. They forgot the basics and these settings will now work for China as well. 

And as we see that Politico gives us “Under the agreement, components manufactured by Huawei, China’s leading 5G equipment maker, are to be banned from sensitive core network infrastructure by the end of 2026, rather than by the end of 2025 as previously envisaged, as reported by POLITICO. When it comes to the radio access networks (RAN) such as antenna masts, Huawei components would have to be removed by the end of 2029 instead of the end of 2026. This is a satisfactory outcome for German operators, who were in the process of upgrading these networks anyway, thus limiting extra costs.” You see one thing, but I see that there is no real America by 2027, as such the ban becomes moot. Add to this the expansions that Saudi Arabia is making with the STC. The Saudi Telecom Company is already making waves in Egypt and now it seems Portugal as well all this enables Huawei more and more growth and as Google starts to falter the European politicians will try to divert whatever they can as to not be eaten by their ‘allies’. As the west falls to Huawei and the STC the more hardship America will face. It all started by attacking its own base and by attacking Google they basically drowned their own livestock and  from there the business opportunities they had. Funny for me, not so much for Microsoft who basically let it happen and now that the office suite is under attack (from next week) we will see all kinds of spin by one player on how hard it will be for the shifters. The overt setting was that (an oversimplified setting) the Department of Justice should have stayed out of matters. They hide behind ‘monopoly’ but that game states that all players are equal whilst that setting hasn’t been true for decades. The world had Adobe, Amazon, Apple, Google and Oracle. The others are spinning, making presumptuous presentations on whatever wasn’t real yet and now there will be a tap on the door. How will it end?

I honestly have no idea. The only thing I foresee is that with the breaking up of Google the end will be nigh for those relying on ‘scripted’ settings for the better things that it will bring. Because that just ain’t so. For things to become better true innovators are needed. And the bigger part of those are not in America. The 5 I mentioned has them, but when the For each of those China might have an alternative. Huawei could now replace Google (in part), Tencent with Huawei will be able to replace parts of Apple. As I see it only Oracle has a steady foundation and it all depends on the DoJ waking up what they are about to unleash and still if they do not Credibility towards Google will wane, that much the DoJ already achieved. I wonder if they realise what they are about to achieve. 

The world seems to become more and more Chinese oriented. Well, that is what this administration seemingly wanted.

Have fun with the fallout.

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